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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | 12.52% | 6,761,596 | $1,287,948,806 | -512,799 | -7.05% | $190.48 | 13F |
| AMZN | AMAZON COM INC | 12.03% | 5,193,506 | $1,237,820,220 | -208,205 | -3.85% | $238.34 | 13F |
| MSFT | MICROSOFT CORP | 11.29% | 3,113,553 | $1,161,417,540 | -1,355,466 | -30.33% | $373.02 | 13F |
| MELI | MERCADOLIBRE INC | 7.8% | 472,716 | $802,383,411 | 15,090 | 3.3% | $1697.39 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 7.08% | 2,028,322 | $728,167,598 | -215,654 | -9.61% | $359 | 13F |
| GOOGL | ALPHABET INC | 6.94% | 1,997,385 | $713,805,477 | -36,079 | -1.77% | $357.37 | 13F |
| V | VISA INC | 5.09% | 1,526,992 | $523,895,685 | 12,323 | 0.81% | $343.09 | 13F |
| STE | STERIS PLC | 4.67% | 2,280,698 | $480,246,578 | -27,761 | -1.2% | $210.57 | 13F |
| TRMB | TRIMBLE INC | 3.58% | 7,190,197 | $367,994,282 | -590,293 | -7.59% | $51.18 | 13F |
| COO | COOPER COS INC | 3.46% | 4,968,673 | $356,303,541 | 369,284 | 8.03% | $71.71 | 13F |
| NTNX | NUTANIX INC | 3.32% | 6,709,160 | $341,898,794 | -794,661 | -10.59% | $50.96 | 13F |
| MSCI | MSCI INC | 2.93% | 538,342 | $301,493,054 | 36,176 | 7.2% | $560.04 | 13F |
| EFX | EQUIFAX INC | 2.83% | 1,832,583 | $290,867,574 | 56,974 | 3.21% | $158.72 | 13F |
| INTU | INTUIT | 2.78% | 1,095,488 | $285,922,368 | 271,526 | 32.95% | $261 | 13F |
| WDAY | WORKDAY INC | 2.75% | 2,311,084 | $282,922,903 | -1,870,802 | -44.74% | $122.42 | 13F |
| MCO | MOODYS CORP | 2.37% | 538,516 | $243,904,667 | 172,155 | 46.99% | $452.92 | 13F |
| SPOT | SPOTIFY TECHNOLOGY S A | 1.69% | 378,559 | $173,807,794 | 50,549 | 15.41% | $459.13 | 13F |
| SYK | STRYKER CORPORATION | 1.57% | 512,346 | $161,307,015 | 512,346 | New | $314.84 | 13F |
| SCHW | SCHWAB CHARLES CORP | 1.45% | 1,611,555 | $148,698,180 | -1,132,148 | -41.26% | $92.27 | 13F |
| RELY | REMITLY GLOBAL INC | 1.07% | 4,892,320 | $109,636,891 | -2,800,000 | -36.4% | $22.41 | 13F |
| TTAN | SERVICETITAN INC | 0.81% | 1,180,780 | $83,492,954 | -570,444 | -32.57% | $70.71 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.66% | 141,665 | $67,654,954 | 2,721 | 1.96% | $477.57 | 13F |
| HTHT | H WORLD GROUP LTD | 0.47% | 1,151,118 | $48,024,643 | 78,339 | 7.3% | $41.72 | 13F |
| SOPH | SOPHIA GENETICS SA | 0.38% | 6,789,560 | $39,175,761 | No Change | $5.77 | 13F | |
| SE | SEA LTD | 0.16% | 168,830 | $16,178,979 | 75,505 | 80.91% | $95.83 | 13F |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.15% | 396,547 | $15,358,265 | -31,463 | -7.35% | $38.73 | 13F |
| CPNG | COUPANG INC | 0.13% | 745,027 | $12,941,119 | -111,282 | -13% | $17.37 | 13F |
| FRSH | FRESHWORKS INC | 0.06% | 631,598 | $6,391,772 | -71,809 | -10.21% | $10.12 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | -773,600 | Exited | 13F | ||||
| ACN | ACCENTURE PLC IRELAND | -518,390 | Exited | 13F |